Tip of the Week September 25, 2017

Use the Contacts tab to record secondary contacts for group records

If your organization uses group records, you can record the main contact’s name, address, phone number, and email on the Core tab of the group record. However, there may be times when you need to record additional contacts. In this case, you can create a new contact Kind and track these additional contacts on the Contacts tab of the group’s record.

You will not be able to send email messages from Volgistics directly to these contacts. However, you could create custom Address Label Reports with the addresses of the additional contacts for your group records. The contact information could also be included in reports such as the Volunteer Contacts List so the information can be exported from the system.

You can find directions on how to create additional group contact records in Help topic 1990.

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